VEMM Insights
Our insights are designed for financial advisers looking to grow their business by helping more people understand the value of quality financial advice. Each article offers practical strategies and real-world examples tailored to the unique challenges of the advice landscape.
Bridging Generations: The Adviser’s Guide to Wealth Transfer
The so-called “Great Wealth Transfer” is not just about trillions of dollars moving from one generation to the next. It is about relationships, shared purpose and ensuring continuity across families, businesses and values.